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Financial Planning

This Firm is the specialist investment planning and financial advisory arm of the group and is owned by the principal of Accord Group (WA) Pty Ltd.

The business is conducted in association with WealthSure Pty. Ltd. (ABN 93 097 405 108, Australian Financial Service Licensee No. 238030)

This business provides clients to the practice, friends, and non-clients of the practice with a financial planning service and investment advice in relation to tax effective investment strategies, superannuation, retirement roll-overs, risk insurance and loans. Should prospective clients have their own accountants, we are more than happy to work with them in our usual professional manner.

A more detailed Financial Services Guide is available to download below, which sets out fees, brokerages and other important information required under the Corporations Law.

Download Financial Services Guide (PDF 102K).

 

 

 
 
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